中韩半导体产业链竞争与合作态势分析——兼论美国“芯片法案”的影响  

Analysis of Competition and Cooperation in the Semiconductor Industry Chain Between China and South Korea:Impact of CHIPS and Science Act

作　　者：王家琛 李雨潮 刘延 WANG Jiachen;LI Yuchao;LIU Yan(Beijing Normal University;Hebei University)

机构地区：[1]北京师范大学经济与工商管理学院 [2]河北大学经济学院

出　　处：《国际贸易》2025年第1期34-46,共13页Intertrade

基　　金：国家社科基金重大项目“RCEP对亚太区域价值链重构的影响机制及应对策略研究”(22&ZD178);博士后科学基金面上项目“跨境数据流动规制与中国数字经济核心产业链韧性研究”(2024M760224);河北省中央引导地方科技发展资金项目“京津冀数字经济核心产业链协同创新生态系统研究”(246Z7606G)的阶段性成果。

摘　　要：中韩两国作为全球半导体市场的重要参与者,技术合作与贸易往来密切,两国半导体产业链竞争合作态势与全球半导体产业链韧性、稳定性高度相关。文章在讨论中韩半导体产业链合作现实特征的基础上,基于半导体产业链基本结构,测算中韩两国半导体产业贸易竞争力指数和贸易互补性指数,并分析美国《芯片和科学法案》对中韩半导体产业链合作产生的影响。文章认为,短期内该法案将冲击中韩半导体产业链,但长期影响有限,并从产业政策协同、产业集聚、资源整合及自主创新角度提出了中韩两国加强半导体产业合作的政策建议。China and South Korea,as important players in the global semiconductor market,maintain close technical cooperation and trade relations.The dynamics of competition and cooperation in the semiconductor industry chain between the two countries are closely tied to the resilience and stability of the global semiconductor industry chain.This paper examines the current state of semiconductor industry chain cooperation between China and South Korea.Based on the fundamental structure of the semiconductor industry chain,it measures the trade competitiveness and trade complementarity indexes of the semiconductor industries in both countries and analyzes the impact of the CHIPS and Science Act on the semiconductor industry chain cooperation between China and South Korea.The paper argues that while the Act will have a short-term impact on the semiconductor industry chains of China and South Korea,its long-term impact is limited.Furthermore,it proposes policy recommendations for strengthening semiconductor industry cooperation between China and South Korea from the perspectives of industrial policy synergy,industrial agglomeration,resource integration,and independent innovation.

关 键 词：半导体产业 中韩贸易 产业链合作 《芯片和科学法案》 

分 类 号：F431.26[经济管理—产业经济] F426.63[政治法律—政治学] D822.331.26[政治法律—外交学]